Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Entrepreneur Club
It is with great delight that we can introduce you to a new St. James's Place initiative specifically for the SME market - the St. James's Place Entrepreneur Club.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Trusts, Charities & Powers of Attorney
We support and advise professional trustees, families, and duties with responsibilities to care for other people’s money.
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Supporting Business Leaders
We provide a wealth and risk management service for entrepreneurs & business owners taking a holistic view of their personal and business affairs.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Steve Harwood-Gray
Beechwood Financial Consultants
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